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DemoCRM01 / 05

Follow one deal from a message on messenger to the head-office report

A lead comes in on messenger. You quote it and push the discount past the sales manager’s limit. The country director approves and the quote locks. You win the deal, confirm delivery, and the e-invoice, receivable and journal follow. Then you see it the way head office does, with the audit trail. Change any input and every line that depends on it recalculates in the browser.

5 steps · about 90 secondsNo sign-upSample data

STEPS

Leads · 3 new todayHanoi entity · SalesQuote open
  1. LeadĐồi Thông Trading
  2. QuoteQ-2611 · 50 units
  3. Discount approvalWaiting · Country director
  4. WonNot yet
  5. Delivered · invoicedNot yet
  6. Head office₩58,850,000
  7. 1 / 5

Three leads came in this morning

Your messenger business account, the Facebook Fanpage and the website all land in the same inbox. Before anyone touches a lead, JEV checks its tax code against 1,284 existing customers.

MESSENGER · Đồi Thông TradingVI

Chào anh, bên em cần báo giá hệ thống kệ kho cho kho mới ở Bắc Ninh, khoảng 50 bộ.

“We need a quote for warehouse racking for our new Bắc Ninh site, about 50 units.”

JNew customer — no tax-code matchChecked against 1,284 customers · threshold 90%99%CREATED
Quote languageTiếng Việt
Credit limit1,500,000,000₫
Open receivables0₫

JEV acted on its own. Above the 90% threshold it created the record. Below it, the lead goes to the rep with the reason attached.

Step 1 of 5

Sample data. Discount bands, credit limits and targets are example policies, set per role and per entity. For goods, the e-invoice is issued through the connected provider when delivery is confirmed, under Decree 123/2020 as amended by Decree 70/2025; a wrong invoice is corrected by a replacement or adjusting invoice, not cancelled. Rates follow the site-wide FX table. Times in the audit trail are illustrative.